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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $130,209 |
LOCKTON INVESTMENT ADVISORS, LLC4+ years Service code 99 444 W 47TH STREET SUITE 900 · KANSAS CITY, MO 641121906 | Other Fees | $62,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,381 | $37,884+19.8% | $79,467-42.9% | $75,289-39.7% |
| Participation rate | 87.4% | 65.0%+22.4pp | 73.3%+14.0pp | 72.4%+15.0pp |
| Annual return | -4.94% | 1.06%-6.0pp | 718.30%-723.2pp | -0.04%-4.9pp |
| Employer contribution / active EE | $1,167 | $1,680-30.6% | $2,800-58.3% | $2,405-51.5% |
| Participant deferral / active EE | $3,230 | $2,569+25.7% | $3,704-12.8% | $3,739-13.6% |
| Admin fee / account holder | $162 | $77+112.2% | $5,104-96.8% | $102+58.8% |